To access the information that you need faster and to plan your work more
efficiently, group the assignments in the Pega Process Fabric Hub in a method
that best complies with your business needs.
For example, you can group your
assignments by priority, and then sort all the assignments with the same priority by an
application. Depending on your purpose, you can group the assignments that are available in
your Interwoven Worklist, and in Pega Process Fabric Hub Insights. In the
Interwoven Worklist, you can get a holistic view of all the assignments
that are available for you to resolve, while Pega Process Fabric Hub Insights offers a
complete overview of work progress across your organization.
Before you begin: To access Pega Process Fabric Hub Insights, ensure that you
have the PPF:Managers access group.
To save time, you can save the grouping method that you use most often as a view.
For even greater convenience, you can then select that method as a default view for your
worklist.
Access the landing page that groups assignments:
To group the assignments in the Interwoven Worklist, in
the navigation pane of the Pega Process Fabric Hub, click
Home.
To group the assignments in a report, in the Pega Process Fabric Hub, click
Insights.
In the assignments section, click Group.
In the dialog box with grouping methods, add a method by clicking
Add a field to group.
In the Select field list, select a method to group your
assignments.
For example: Select Priority.
Optional: To add more grouping methods, repeat steps 3 through 4.
For example: You can group the assignments with the same priority by an application
through selecting Application.
Optional: To view only selected information about your assignments, click
Columns, and then select the columns that you want to
display.
Optional: To specify how much space you want to have for each row in your worklist, click
Density, and then select an option that you want to
use.
For example: Display assignments in wide rows by selecting
Tall.
Optional: To reuse your configuration in the future, save your grouping method as a
view:
Click Current viewSave as new view.
In the Save as new view dialog box, in the
View name field, provide a descriptive label
for your view.
Optional: To see this view when you open your Interwoven Worklist,
select the Mark this as a default view check
box.
Click Save.
For example: In the figure, the Interwoven Worklist displays the assignments that
are grouped by application:A worklist grouped by and application
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Assignments management in the Interwoven Worklist
